Fidelity Investments Mutual Fund Family Data Pages

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Performance
10-31-18

Total ReturnCategory Average
Total Return 8.2 1.5 7.1 20.1 -0.3
Category Average 7.0 -0.2 6.7 18.1 -0.8
Assets for Each Yr* 1,239.8 1,245.1 1,285.9 1,754.2 1,795.5
*billions

Trailing Returns %
10-31-18

  YTD 3 Year 5 Year    
Fund Family -0.27 8.24 7.90

Key Stats
10-31-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,795,465 $0 3.5 96.5
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.8 48.60 0.73 Below Avg
International Stock 3.1 10.05 1.10 Average
Municipal Bond 3.2 1.90 0.57 Below Avg
Taxable Bond 3.6 16.36 0.60 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
19 26 33
10 9 4
1 14 4
Asset Allocation %
Cash 4.8
Stocks 66.0
Bonds 26.8
Other 2.4
Annual Turnover % 37
% Assets in Top 10 8.2
 
Sector Breakdown (% of stocks) 
Sensitive 41.3
Communication Services 2.3
Energy 5.8
Industrials 9.5
Technology 23.8
Cyclical 36.6
Basic Materials 3.7
Consumer Cyclical 13.5
Financial Services 16.8
Real Estate 2.6
Defensive 22.1
Consumer Defensives 6.0
Healthcare 14.3
Utilities 1.8

Top 20 US Holdings | Get Price Quotes
YTD Return through 11-12-18

  Sector YTD Return % % Net Assets  
  Amazon.com Inc* Consumer Cyclical 39.97 1.92
  Microsoft Corp* Technology 26.41 1.67
  UnitedHealth Group Inc* Healthcare 24.71 0.86
  NVIDIA Corp* Technology -1.81 0.64
  JPMorgan Chase & Co* Financial Services 4.20 0.62
  Bank of America Corporation* Financial Services -4.67 0.59
  Mastercard Inc A* Financial Services 32.23 0.49
  Adobe Inc* Technology 35.05 0.48
  Netflix Inc* Consumer Cyclical 53.19 0.48
  Citigroup Inc* Financial Services -11.64 0.43
  Amgen Inc* Healthcare 12.43 0.42
  Berkshire Hathaway Inc A* Financial Services 8.55 0.41
  The Home Depot Inc* Consumer Cyclical -3.70 0.39
  Activision Blizzard Inc* Technology -14.36 0.38
  Berkshire Hathaway Inc B* Financial Services 8.68 0.37
  Wells Fargo & Co* Financial Services -11.01 0.36
  Johnson & Johnson* Healthcare 6.11 0.35
  Boston Scientific Corp* Healthcare 48.97 0.31
  Chevron Corp* Energy -3.55 0.31
  Comcast Corp Class A* Communication Services -3.30 0.29
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Best 5-Year Relative Performance | More
11-12-18

Lowest Expenses | More
11-12-18

Longest Manager Tenure | More
11-12-18

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 28
Fidelity® Growth Company Steven S. Wymer 22
Fidelity® Real Estate Investment Port Steve J. Buller 21
Fidelity® Diversified International William Bower 18
Fidelity® Real Estate Income Mark P. Snyderman 16

Shortest Manager Tenure | More
11-12-18

Fund Name Manager Name Average Manager Tenure
Fidelity® High Income Michael Weaver 0
Fidelity Advisor Freedom® Blnd 2005 Z6 Andrew Dierdorf 0
Fidelity Advisor Freedom® Blnd 2010 Z6 Andrew Dierdorf 0
Fidelity Advisor Freedom® Blnd 2015 Z6 Andrew Dierdorf 0
Fidelity Advisor Freedom® Blnd 2020 Z6 Andrew Dierdorf 0
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